DUFF & PHELPS UTLITY AND INF (DPG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
82
Reporting holders
$169.4M
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $29.1M | 1,962,951 | 0.00% | 35q | +1.4%+$388.5K |
| WELLS FARGO & COMPANY/MN | $21.2M | 1,429,475 | 0.00% | 31q | -48.6%-$20.1M |
| Advisors Asset Management, Inc. | $15.5M | 1,043,485 | 0.24% | 12q | -4.0%-$639.3K |
| Allspring Global Investments Holdings, LLC | $12.0M | 806,496 | 0.02% | 11q | +29.1%+$2.7M |
| Pathstone Holdings, LLC | $9.7M | 656,309 | 0.03% | 8q | +33.9%+$2.5M |
| Kanen Wealth Management LLC | $7.7M | 519,540 | 1.86% | 7q | -0.8%-$59.8K |
| Karpus Management, Inc. | $7.1M | 481,585 | 0.21% | 13q | -9.7%-$766.0K |
| RAYMOND JAMES FINANCIAL INC | $6.3M | 424,166 | 0.00% | 7q | HELD |
| Thomas J. Herzfeld Advisors, Inc. | $5.4M | 360,644 | 1.64% | 5q | -7.9%-$457.9K |
| ROYAL BANK OF CANADA | $5.0M | 335,662 | 0.00% | 31q | +45.8%+$1.6M |
| Bulldog Investors, LLP | $4.9M | 327,384 | 1.07% | 2q | +85.9%+$2.2M |
| Saba Capital Management, L.P. | $4.8M | 325,964 | 0.12% | 3q | +88.7%+$2.3M |
| LPL Financial LLC | $4.0M | 270,305 | 0.00% | 26q | -27.8%-$1.5M |
| UBS Group AG | $4.0M | 268,332 | 0.00% | 31q | -0.8%-$30.5K |
| J.W. COLE ADVISORS, INC. | $3.9M | 264,202 | 0.07% | 5q | +8.6%+$309.7K |
| United Advisor Group, LLC | $3.8M | 253,669 | 0.40% | 10q | -18.1%-$832.6K |
| FIRST TRUST ADVISORS LP | $2.5M | 170,485 | 0.00% | 7q | +24.4%+$495.6K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $2.2M | 150,468 | 0.28% | 11q | +24.8%+$443.7K |
| NewEdge Advisors, LLC | $1.9M | 125,161 | 0.01% | 4q | +7.2%+$125.3K |
| Hennion & Walsh Asset Management, Inc. | $1.6M | 108,130 | 0.05% | 4q | +24.5%+$316.0K |
| Zimmer Partners, LP | $1.6M | 107,700 | 0.04% | 4q | HELD |
| OSAIC HOLDINGS, INC. | $1.0M | 67,580 | 0.00% | 26q | +19.3%+$162.5K |
| Kestra Advisory Services, LLC | $966.7K | 65,142 | 0.00% | 24q | -19.5%-$233.5K |
| Concorde Asset Management, LLC | $918.8K | 61,620 | 0.53% | 7q | +7.1%+$61.1K |
| Cetera Investment Advisers | $703.4K | 47,399 | 0.00% | 10q | +32.6%+$172.9K |
| Invesco Ltd. | $684.9K | 46,155 | 0.00% | 5q | -8.5%-$63.9K |
| Closed-End Fund Advisors, Inc. | $603.9K | 40,695 | 0.59% | 3q | -2.6%-$15.9K |
| STIFEL FINANCIAL CORP | $600.0K | 40,431 | 0.00% | 3q | +101.1%+$301.6K |
| EVOLVE PRIVATE WEALTH, LLC | $547.5K | 36,718 | 0.03% | 2q | +216.4%+$374.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $531.1K | 35,791 | 0.00% | 31q | -2.4%-$12.9K |
| GUGGENHEIM CAPITAL LLC | $513.8K | 34,621 | 0.00% | 9q | -21.8%-$143.5K |
| CASCADE INVESTMENT GROUP, INC. | $500.9K | 33,750 | 0.28% | 7q | HELD |
| Wealth Advisors of Tampa Bay, LLC | $474.9K | 32,000 | 0.15% | 11q | HELD |
| TRUIST FINANCIAL CORP | $472.9K | 31,869 | 0.00% | 27q | -4.2%-$20.9K |
| Elm3 Financial Group, LLC | $471.9K | 31,799 | 0.32% | 7q | -1.4%-$6.7K |
| LEVEL FOUR ADVISORY SERVICES, LLC | $431.4K | 29,068 | 0.01% | 8q | +3.8%+$15.6K |
| NWAM LLC | $425.6K | 28,678 | 0.02% | 7q | -19.7%-$104.4K |
| Moors & Cabot, Inc. | $385.8K | 26,000 | 0.02% | 9q | HELD |
| HighTower Advisors, LLC | $348.6K | 23,489 | 0.00% | 4q | -29.5%-$145.5K |
| Almitas Capital LLC | $334.9K | 22,565 | 0.08% | 2q | HELD |
| Steward Partners Investment Advisory, LLC | $334.8K | 22,559 | 0.00% | 30q | +248.1%+$238.6K |
| BANK OF AMERICA CORP /DE/ | $316.4K | 21,321 | 0.00% | 31q | -0.8%-$2.4K |
| Atlantic Union Bankshares Corp | $279.1K | 18,808 | 0.00% | 4q | +13.2%+$32.6K |
| Chicago Partners Investment Group LLC | $258.1K | 17,274 | 0.01% | 9q | +1.2%+$3.0K |
| RFG Advisory, LLC | $258.0K | 17,388 | 0.00% | 6q | -16.8%-$51.9K |
| Quantedge Capital Pte Ltd | $243.4K | 16,400 | 0.18% | 2q | -26.8%-$89.0K |
| XTX Topco Ltd | $230.8K | 15,553 | 0.00% | 2q | +29.6%+$52.7K |
| B. Riley Wealth Advisors, Inc. | $191.0K | 12,948 | 0.01% | 22q | HELD |
| &PARTNERS | $186.9K | 12,592 | 0.00% | 2q | +22.5%+$34.3K |
| Integrated Wealth Concepts LLC | $180.1K | 12,137 | 0.00% | new | NEW |
| Investment Management Trust, LLC | $177.3K | 11,945 | 0.16% | new | NEW |
| DECISION INVESTMENTS, INC | $172.9K | 11,650 | 0.16% | 3q | HELD |
| Focus Financial Network, Inc. | $168.4K | 11,351 | 0.01% | 17q | HELD |
| PFG Investments, LLC | $162.0K | 10,915 | 0.01% | 2q | +6.7%+$10.1K |
| CSS LLC/IL | $152.3K | 10,262 | 0.01% | 12q | HELD |
| SMITH, MOORE & CO. | $149.3K | 10,058 | 0.01% | new | NEW |
| NorthCoast Asset Management LLC | $148.4K | 10,000 | 0.00% | 6q | HELD |
| PNC Financial Services Group, Inc. | $123.3K | 8,308 | 0.00% | 31q | -5.5%-$7.1K |
| Arax Advisory Partners | $89.7K | 6,042 | 0.00% | new | NEW |
| MATHER GROUP, LLC. | $61.9K | 4,169 | 0.00% | 2q | HELD |
| Rockefeller Capital Management L.P. | $59.4K | 4,000 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $52.5K | 3,541 | 0.00% | 6q | -5.6%-$3.1K |
| Hilton Head Capital Partners, LLC | $50.2K | 3,384 | 0.03% | 3q | HELD |
| HOLLENCREST CAPITAL MANAGEMENT | $45.4K | 3,060 | 0.00% | 15q | HELD |
| CoreCap Advisors, LLC | $38.6K | 2,600 | 0.00% | 10q | HELD |
| FIFTH THIRD BANCORP | $32.2K | 2,171 | 0.00% | 2q | HELD |
| CENTRAL TRUST Co | $29.7K | 2,000 | 0.00% | 2q | HELD |
| GS Investments, Inc. | $29.7K | 2,000 | 0.02% | 4q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $22.9K | 1,542 | 0.00% | new | NEW |
| LANARK FINANCIAL, INC. | $22.3K | 1,500 | 0.00% | new | NEW |
| ASSETMARK, INC | $21.6K | 1,453 | 0.00% | 4q | HELD |
| Allworth Financial LP | $18.6K | 1,250 | 0.00% | 10q | HELD |
| Geneos Wealth Management Inc. | $10.4K | 700 | 0.00% | 42q | HELD |
| COHEN & STEERS, INC. | $8.9K | 598,869 | 0.01% | 13q | +11.1% |
| HARBOR INVESTMENT ADVISORY, LLC | $5.9K | 400 | 0.00% | 7q | HELD |
| Strategic Wealth Partners, Ltd. | $5.9K | 400 | 0.00% | 3q | -76.5%-$19.3K |
| Cape Investment Advisory, Inc. | $5.9K | 400 | 0.00% | new | NEW |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.7K | 114 | 0.00% | 3q | HELD |
| HARBOUR INVESTMENTS, INC. | $1.3K | 88 | 0.00% | 7q | HELD |
| Key Financial Inc | $787 | 53 | 0.00% | 23q | HELD |
| WEDBUSH SECURITIES INC | $443 | 29,851 | 0.01% | 23q | +36.1% |
| Janney Montgomery Scott LLC | $356 | 24,019 | 0.00% | 31q | HELD |
| Key Capital Management, INC | $223 | 15 | 0.00% | new | NEW |
| CITIGROUP INC | $15 | 1 | 0.00% | 15q | HELD |
| Golden State Wealth Management, LLC | $15 | 1 | 0.00% | 3q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 82 | $169.4M | 11,419,836 | 9 | 23 | 23 | 0.0% |
| Q1 2026 | 80 | $175.6M | 12,163,677 | 14 | 25 | 19 | 0.0% |
| Q4 2025 | 74 | $137.9M | 10,845,665 | 10 | 31 | 11 | 0.0% |
| Q3 2025 | 72 | $131.4M | 10,173,750 | 10 | 24 | 19 | 0.0% |
| Q2 2025 | 69 | $123.0M | 9,909,326 | 9 | 27 | 13 | 0.0% |
| Q1 2025 | 69 | $110.8M | 9,060,529 | 13 | 20 | 19 | 0.0% |
| Q4 2024 | 65 | $104.7M | 8,956,049 | 7 | 21 | 16 | 0.0% |
| Q3 2024 | 59 | $96.2M | 8,194,626 | 9 | 23 | 11 | 0.0% |
| Q2 2024 | 58 | $82.6M | 8,403,777 | 9 | 19 | 18 | 0.0% |
| Q1 2024 | 56 | $115.0M | 12,034,988 | 8 | 19 | 17 | 0.0% |
| Q4 2023 | 62 | $90.3M | 9,852,593 | 14 | 25 | 13 | 0.0% |
| Q3 2023 | 61 | $50.2M | 5,820,374 | 13 | 15 | 13 | 0.0% |
| Q2 2023 | 54 | $45.4M | 4,665,554 | 14 | 12 | 10 | 0.0% |
| Q1 2023 | 49 | $55.2M | 4,142,761 | 5 | 9 | 13 | 0.0% |
| Q4 2022 | 50 | $56.1M | 4,151,119 | 16 | 9 | 12 | 0.0% |
| Q3 2022 | 48 | $54.2M | 4,235,975 | 6 | 14 | 17 | 0.0% |
| Q2 2022 | 49 | $61.0M | 4,400,078 | 6 | 17 | 9 | 0.0% |
| Q1 2022 | 51 | $64.9M | 4,299,248 | 10 | 13 | 13 | 0.0% |
| Q4 2021 | 47 | $60.9M | 4,217,844 | 7 | 15 | 9 | 0.0% |
| Q3 2021 | 50 | $61.6M | 4,589,184 | 3 | 21 | 10 | 0.0% |
| Q2 2021 | 51 | $66.4M | 4,635,893 | 8 | 17 | 14 | 0.0% |
| Q1 2021 | 53 | $66.2M | 4,983,441 | 3 | 18 | 19 | 0.0% |
| Q4 2020 | 64 | $72.7M | 5,952,674 | 14 | 14 | 24 | 0.0% |
| Q3 2020 | 54 | $67.6M | 6,545,494 | 10 | 19 | 14 | 0.0% |
| Q2 2020 | 49 | $62.3M | 5,669,831 | 3 | 17 | 15 | 0.0% |
| Q1 2020 | 58 | $58.1M | 6,447,763 | 15 | 17 | 10 | 0.0% |
| Q4 2019 | 54 | $87.8M | 5,777,832 | 4 | 13 | 18 | 0.0% |
| Q3 2019 | 50 | $100.3M | 6,317,038 | 5 | 16 | 17 | 0.0% |
| Q2 2019 | 51 | $102.2M | 6,676,332 | 5 | 13 | 16 | 0.0% |
| Q1 2019 | 54 | $113.9M | 7,575,466 | 6 | 16 | 17 | 0.0% |
| Q4 2018 | 55 | $91.6M | 7,708,351 | 1 | 1 | 1 | 0.0% |